Titelia

Holdings of AVALON CAPITAL MANAGEMENT

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Net assets
-
Positions
105 in 3 countries
Top ten
54.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101TKO Group Holdings Inc 1,053212.3K $
102DBX ETF Trust 6,500212.2K $
103Select Sector Spdr Trust 1,926209.9K $
104Procter & Gamble Co/The 1,412203.9K $
105State Street Utilities Select Sector SPDR ETF 4,417202.7K $

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Sector breakdown

  • Communication 18.0 %
  • Technology 11.0 %
  • Health care 3.7 %
  • Funds 3.7 %
  • Consumer discretionary 3.6 %
  • Industrials 2.1 %
  • Financials 1.5 %
  • Energy 0.6 %
  • Consumer staples 0.4 %
  • Materials 0.3 %
  • Utilities 0.1 %
  • Unattributed 55.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 99.5 %
  • Taiwan 0.3 %
  • United Kingdom 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States103324M $99.54 %
2Taiwan11.1M $0.34 %
3United Kingdom1406.9K $0.13 %
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Titelia. "Holdings of AVALON CAPITAL MANAGEMENT". https://titelia.com/en/funds/US13F1510809